高阶载板材料
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【研选行业】高阶载板材料供需缺口延续至2027年,机构力推四大核心标的
第一财经· 2025-10-29 11:58
Core Insights - The article emphasizes the importance of timely and effective research reports in identifying investment opportunities, particularly in the solid-state battery and AI computing sectors [1][2] - Since its launch on June 18, the "Research Report Selection" has highlighted investment opportunities in the solid-state battery industry, leading to an overall sector increase of nearly 40%, with specific stocks like XianDao Intelligent seeing a peak increase of over 190% [1] - The AI computing sector is experiencing significant growth, with a focus on storage industry investment opportunities, resulting in stock increases for companies like Jiangbo Long (approximately 85%) and Shannon Chip (over 55%) since September 23 [1] Group 1 - AI computing chip market is witnessing explosive growth, with a projected peak supply-demand gap for high-end substrate materials by 2027, indicating a golden development period for four core companies [2] - The copper mining sector is facing supply pressure, with a surprising negative growth rate of -0.12% expected by 2025, revealing hidden investment opportunities and a list of resource expansion targets [2]